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Profile
Mr. Carlisle Whitlock is Chief Investment Officer & Managing Director at Investors Trust Co. (North Carolina).
Mr. Whitlock joined Investors Title in 2003 after 25 years in asset management, primarily in Trust Investments.
He has managed both Equity and Fixed Income accounts for foundations, retirement plan groups, corporations, individuals, and as the senior manager of an equity mutual fund.
He has served as Senior Trust Investment Officer at both Centura Bank and Central Carolina Bank/National Commerce Financial of the Carolinas.
Mr. Whitlock was born in Spartanburg, South Carolina and graduated from The Citadel with a B.S.
in Business Administration and an MBA from the University of South Carolina.
Mr. Whitlock and his wife, Kathy, have three daughters and live in Durham, NC.
He is a retired U.S.
Army officer and spends his free time at his farm in South Carolina.
Former positions of Carlisle Whitlock
| Companies | Position | End |
|---|---|---|
Investors Trust Co. (North Carolina)
 Investors Trust Co. (North Carolina) Investment ManagersFinance Investors Trust Co. seeks to provide their clients with professionally-managed portfolios of individual stocks and bonds. | Chief Investment Officer | 01/01/2014 |
Central Carolina Bank & Trust Co. (Chapel Hill, NC)
 Central Carolina Bank & Trust Co. (Chapel Hill, NC) Regional BanksFinance CCB's equity investment approach combines market diversification with the fundamental and quantitative analytical selection of individual securities in high quality, relatively undervalued companies with good management teams, proven track records, superior financial characteristics, strong competitive positions and above average earnings growth potential. Their primary objective is to provide long-term capital appreciation by investing in large- and mid-cap U. S. stocks with higher overall return potential, while controlling additional risk through market diversification using industry sector weightings approaching that of the S&P 500. Market sectors include financials, utilities, materials, technology, consumer discretionary, consumer staples, energy, industries, health care and telecommunications. CCB's large-cap value strategy consists of a diversified portfolio of common stocks seeking long-term capital appreciation through investment in U.S. companies. The portfolio management team uses quantitative methods to identify undervalued companies with positive estimate revisions and the potential to report a succession of positive earnings surprises. Their objective is to achieve returns above the S&P 500 and Russell 1000 Value indexes. The firm takes a conservative approach in managing fixed-income investments that maximizes current investment yield within an intermediate-term maturity structure. Managers continually seek fixed-income products with the greatest relative value, while remaining within a narrow maturity range to diminish the volatility of market value as interest rates, market factors and economic conditions change. Their fixed-income portfolios experience relatively low asset turnover, with opportunities for yield enhancement driving reinvestment decisions. They invest only in U.S. dollar denominated debt issues that have comparatively high credit quality, including U.S. Treasuries, U.S. government agencies, corporate and ABSs. | Corporate Officer/Principal | - |
Centura Banks, Inc.
 Centura Banks, Inc. Regional BanksFinance Provides banking services. | Corporate Officer/Principal | - |
| INVESTORS TITLE COMPANY | Corporate Officer/Principal | - |
Training of Carlisle Whitlock
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
3
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Investors Title Co.
 Investors Title Co. Specialty InsuranceFinance Engages in writes and supports the issuance of title insurance policies | Finance |
Centura Banks, Inc.
Centura Banks, Inc. Regional BanksFinance Provides banking services. | Finance |
Central Carolina Bank & Trust Co. (Chapel Hill, NC)
Central Carolina Bank & Trust Co. (Chapel Hill, NC) Regional BanksFinance CCB's equity investment approach combines market diversification with the fundamental and quantitative analytical selection of individual securities in high quality, relatively undervalued companies with good management teams, proven track records, superior financial characteristics, strong competitive positions and above average earnings growth potential. Their primary objective is to provide long-term capital appreciation by investing in large- and mid-cap U. S. stocks with higher overall return potential, while controlling additional risk through market diversification using industry sector weightings approaching that of the S&P 500. Market sectors include financials, utilities, materials, technology, consumer discretionary, consumer staples, energy, industries, health care and telecommunications. CCB's large-cap value strategy consists of a diversified portfolio of common stocks seeking long-term capital appreciation through investment in U.S. companies. The portfolio management team uses quantitative methods to identify undervalued companies with positive estimate revisions and the potential to report a succession of positive earnings surprises. Their objective is to achieve returns above the S&P 500 and Russell 1000 Value indexes. The firm takes a conservative approach in managing fixed-income investments that maximizes current investment yield within an intermediate-term maturity structure. Managers continually seek fixed-income products with the greatest relative value, while remaining within a narrow maturity range to diminish the volatility of market value as interest rates, market factors and economic conditions change. Their fixed-income portfolios experience relatively low asset turnover, with opportunities for yield enhancement driving reinvestment decisions. They invest only in U.S. dollar denominated debt issues that have comparatively high credit quality, including U.S. Treasuries, U.S. government agencies, corporate and ABSs. | Finance |
University of South Carolina
 University of South Carolina Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investors Trust Co. (North Carolina)
Investors Trust Co. (North Carolina) Investment ManagersFinance Investors Trust Co. seeks to provide their clients with professionally-managed portfolios of individual stocks and bonds. | Finance |
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